Financial and investment services, namely managing financial assets of others; Financial analysis and consultation; Providing financial information in the nature of rates of exchange; Providing financial information by electronic means; Investment in real estate; Securities and bond brokerage; Financial management; Financial planning; Financial portfolio management; Financial research; Mutual and cash reserve investment funds; Valuation of personal, group and institutional financial portfolios; Providing investment loans; Consultation services, namely, assisting others in self-management of financial portfolios and assisting others in managing personal funds; On-line investment consultation; Providing information in the field of management of personal funds via access through its web site